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Name Holding Trade Value Shares
Change 		Change in
Stake
GAA
1626
Guardian Asset Advisors
Pennsylvania
$411K – – –
CPA
1627
Capital Planning Advisors
California
$411K -$9.01K -275 -2%
OWM
1628
Opes Wealth Management
California
$410K +$1.64K +50 +0.4%
HC
1629
Hourglass Capital
Texas
$409K – – –
DA
1630
Dover Advisors
Virginia
$409K -$25.6K -782 -6%
IP
1631
Ignite Planners
California
$408K -$53.9K -1,645 -11%
HCMT
1632
Highland Capital Management (Tennessee)
Tennessee
$408K -$1.08K -33 -0.2%
TAM
1633
TCP Asset Management
Ohio
$407K +$431K +13,145 New
CI
1634
Cordant Inc
Oregon
$407K +$98 +3 +0%
EW
1635
Enzi Wealth
Texas
$407K – – –
CWA
1636
Clarity Wealth Advisors
California
$406K +$59.3K +1,811 +16%
CIA
1637
Citadel Investment Advisory
Ohio
$404K -$10.7K -325 -2%
CCS
1638
Concentric Capital Strategies
Connecticut
$404K +$427K +13,030 New
SWS
1639
SYSTM Wealth Solutions
Illinois
$404K +$49.3K +1,504 +13%
OL
1640
Optas LLC
Texas
$403K -$175K -5,351 -29%
GCA
1641
Gradient Capital Advisors
California
$403K -$6.23K -190 -1%
FFWM
1642
Future Financial Wealth Management
Ohio
$403K +$24.8K +757 +6%
WIA
1643
Westbourne Investment Advisors
Maryland
$402K -$9.83K -300 -2%
HCM
1644
Hollencrest Capital Management
California
$402K +$10.2K +311 +2%
OWA
1645
Opal Wealth Advisors
New York
$401K +$28.8K +879 +7%
SAM
1646
S.A. Mason
Michigan
$400K – – –
NG
1647
Norden Group
Utah
$399K -$50.1K -1,530 -11%
FNBSF
1648
First National Bank Sioux Falls
South Dakota
$398K -$41K -1,250 -9%
MYIA
1649
Mount Yale Investment Advisors
Colorado
$397K -$294K -8,958 -41%
PAM
1650
Peak Asset Management
Colorado
$396K – – –
64 65
66
67 68